ADV disclosures

William Blair had three ADV categories observed; 194 daily firm filing observations

From October 16 through October 18, 2026, the period included 194 daily firm filing observations. William Blair had Part 1, Part 2 brochure and client relationship summary categories observed on October 16.

By Claire Bennett·Edition ·1 min read

William Blair & Company L.L.C. had Part 1, Part 2 brochure and client relationship summary categories observed on October 16. The observation date is not necessarily the date the firm submitted a filing, and the categories alone do not establish that document content changed.

Across October 16–18, 2026, the total was 194 daily firm filing observations. Part 1 accounted for 194 observations, Part 2 brochures for 102 and client relationship summaries for 70; these category counts overlap. The daily count was 186 on October 16 and eight on October 17.

Vanguard Group Inc. had a Part 1 category observed on October 16. Ascentis Independent Advisors, LLC had Part 1, Part 2 brochure and client relationship summary categories observed on October 17. These are filing observations, not proof of substantive document changes.

ADV filing observations

The appendix lists all 194 daily firm filing observations from 10/16/2026 through 10/18/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 76–100 of 194. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
Hunley Wealth Management LLC33150410/16/2026Part 1; Part 2 brochure
Illumifi Wealth33875510/16/2026Part 1; Part 2 brochure
Inman Financial Services, Inc.29741410/16/2026Part 1; Form CRS
Insideout Wealth Strategies, LLC29038910/16/2026Part 1; Part 2 brochure
Interlinc Financial Advisors, Inc.29074010/16/2026Part 1; Part 2 brochure
Investment Initiatives, LLC17033410/16/2026Part 1; Part 2 brochure
Ironleaf Capital, L.p33922910/16/2026Part 1
J M Brown Financial Partners11842710/16/2026Part 1; Form CRS
James T. Borello & Co.1686010/16/2026Part 1; Part 2 brochure; Form CRS
Kaunisto Capital L.L.C.33368910/17/2026Part 1; Part 2 brochure
Kelda Wealth Management LLC34024110/16/2026Part 1; Part 2 brochure
Kinetic Investment Management, Inc.28303410/16/2026Part 1
Klosters Capital28558210/16/2026Part 1; Part 2 brochure; Form CRS
KPC Financial Solutions, LLC31710710/16/2026Part 1
KPP Advisory Services LLC28950710/16/2026Part 1; Form CRS
KRM Financial Planning & Wealth Management, LLC33873810/16/2026Part 1; Form CRS
Kroeger Financial Partners17511310/16/2026Part 1; Part 2 brochure; Form CRS
LA Loma Capital15244010/16/2026Part 1; Part 2 brochure
Lange Financial Group, LLC11868410/16/2026Part 1; Part 2 brochure
Lasalle Investment Management Securities11117910/16/2026Part 1; Part 2 brochure
Latigo Peak Partners, LLC34442810/16/2026Part 1; Part 2 brochure; Form CRS
Lebenthal Diversified Asset Management Inc.16724310/16/2026Part 1
Lehner Capital, LLC34097710/16/2026Part 1; Part 2 brochure
Leonard Wealth Solutions LLC33972310/16/2026Part 1; Part 2 brochure
Liberty Wealth Management, LLC28600110/16/2026Part 1; Part 2 brochure; Form CRS

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